Our Johnson City, TN Team

Wealth Advisors

Scott Ford

RFC
Managing Director, Partner & Wealth Advisor

John Saunders II

EA
Partner, Wealth Advisor

Scott Toms

CIMA®
Partner, Wealth Advisor

Jake Stone

RFC®
Partner, Wealth Advisor

Jonathan Mullins

CFP®
Wealth Advisor

Jeremy Day

Wealth Advisor

Monique Cross

Associate Wealth Advisor

Client Services

Patti Sheffield

Director of First Impressions

Tracy Parker

Director of First Impressions

Operations

Dan Streetman

CFP®
Director of Operations

Vanessa Peffer

Client Service Associate

Cara Zucker

Marketing Specialist

Jordan Eggleston

Client Service Associate

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Matthew (Matt) Smith

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Mike Valenti

CPA, CFP®
Director, Tax Planning

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
Director, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Thomas Resner

Director, Retirement Operations

Tom Mullen

Senior Tax Planner